Contractor Foreman vs. OpenAir PSA

If we are working with an architect on a highly complex, custom-built home that requires 50 versions of a floor plan. The Limitation: While Contractor Foreman handles documents well, it isn't a dedicated "Blueprinting" or CAD-markup tool like Procore or specialized architectural software. If the job is more "design" than "construction," the tool's document versioning can feel a bit basic. The Scenario: A crew leader identifies $1,200 in structural repairs needed before the new siding can go up. The Contractor Foreman Solution: Instead of "calling the office" and waiting, the lead creates a Change Order on their tablet, attaches a photo of the rot, and has the homeowner sign it on the spot. The project doesn't stop, and the billing is updated automatically.

This product is well suited for an organization that is focused on client services, project delivery, time tracking, expense reporting, and revenue recognition. From a pure project management perspective, this product is not as feature rich as say Microsoft Project Server. For organizations that are looking for detailed complex project plan and resource management (along with resource leveling, etc.), this is probably not the best suited product

Incentivized

• The service is top notch. You would be hard pressed to find other options with this kind of service.
• The ability to have your project flow through the modules makes it a breeze to use.
• Being able to track time as well is a key feature.

Incentivized

• Netsuite OpenAir PSA is highly configurable and has a large ecosystem of assets to work with.
• Tasks are easily designed to automate processes in your business workflow.
• OpenAir is designed in such a way that it can communicate and receive information from external systems without having to re-engineer your systems to make them work if you are following standard business practice.

Incentivized

• In the CDB, I'd like to be able to create a line item with a specified percentage, and when I pull that line item into an estimate or proposal, I'd like the system to automatically calculate it based on that contract value. (Example, Contingency line is always going to be 15% of the contract value).
• I'd like to be able to rearrange "blocks" on a page when I'm getting ready to send or print it. Lots of dead space on pages. Estimates 4 pages in total when it could be 2.
• I'd like to be able to create budget summaries. Where the line items are grouped into their respective master format categories, and the category has the sum of all the line items in that category.

• Compared to QuickArrow, setting up reports to reflect the data accurately seemed to require a bit more consultant time and collaboration. Getting the numbers correct is essential, so budget extra time for this iniative. We also learned that certain calculations can not be displayed in the executive dashboards. Ask these questions upfront to ensure your dashboards are complete for your needs (again, working backwards in the preparation stages).
• Compared to QuickArrow, NetSuite OpenAir PSA falls short in the resource management capabilities. UI, flexibility, and scheduling options all could be improved. This is on their roadmap, timeline yet to be defined. Scheduling is vitally important to our company and this is THE area where we feel is the applications weakest. However, the application does provide everything critical to scheduling and provided the elements we needed in order to be successful. We altered our scheduling process accordingly.
• During our System Administration 3 day online training, when a question was asked about detailed functionality, sometimes the trainer would share..."Yes, OpenAir has a configuration for that. Just inquire with your consultant and they can flip that flag in your instance." The responsibility for obtaining these special application configurations was placed on the System Admin [in training] to ask and to take notes. If your company needs the application to work a certain way, speak up and ask your OA consultant. There seems to be MANY flags that can be flipped in the background to allow for the system to meet your needs. My complaint is that these are not published, rather made available if one inquires.
• OpenAir is able to generate invoices directly and we strongly encourage using this feature to keep everything housed under one application. However, this did not work for our organization and we leveraged a financial integration. A bit of a pioneer integrating with Softrax -- the integration works well, however is quite fragile. We do receive appropriate support when needed, but would prefer the integration to be a bit more stable. We recommend integrating with their stated supported financial systems, as staying the course will likely net a more stable integration.

We have compiled so much information on CF it would be counterproductive to move to another software. We have also sold a lot of clients on the client portal feature. It is crucial for our communication between customers. The only reason we wouldn't renew the service is if somewhere offered the exact same service but at a lower cost

Incentivized

It all depends. We are still looking at moving our consultants to Oracle PAC, in order to get our financial systems in line (we use Oracle Financials currently). We are feeling a lot of pain with integration and segmented systems.

Ultimately,it depends on how much pain is felt there. OpenAir has given us a path to follow on from QuickArrow. I foresee either moving onto Oracle PAC by end of calendar, or staying on OpenAir.

OpenAir to Oracle integration is not easy. From a reporting and process perspective, there’s been pain from being in different systems

Overall, Contractor Foreman is a great product, and I’m sure we’ve only scratched the surface of everything it has to offer. It can be a little quirky at times, occasionally displaying a 'Bad Gateway' message, but we haven’t experienced any timeout issues in the past few months. As we continue to use it, I’m confident we’ll uncover even more ways to streamline our workflow

Incentivized

In this day and age I should not have to read a manual to understand a product. It should be intuitive to administrate and perform basic tasks. It feels like a ton of intelligence was poured into making OpenAir feature rich but no where near as much attention was given to the user experience.

Incentivized

Availability was good, FUNCTIONAL availability was more spotty

Incentivized

The system up time was reliable and that was never anything we ever had any concerns/issues with.

Many times we had issues that turned out to be errors and bugs. At first, we would be told forcefully that there were no bugs, then we would document them, and we would get an acknowledgement but no apology for essentially either gaslighting us or being ignorant of their system

Incentivized

The performance was acceptable. If you had a very large data set you were working with it might take a little longer, but within reason.

We have only had one issue the entire time we have had Contractor Foreman and that was that we had the hardest time getting the platform to allow us to log in, but we called our support and within 5 mins we able to log back in

Incentivized

As an admin, I've had more contact with OA support than most. I've found their response to tickets typically timely and helpful, however many of the responses to tickets are "we will file an enhancement request" and then I never hear about it again. So not terrible, but not a very fulfilling experience.

Incentivized

Very knowledgeable and able to articulate how other customers configured the solution to meet their needs as well as the best practices they recommended.

We did a 3 day online remote course back in April. NetSuite prefers training to occur before migration. We went over the functionality of tool and three months later we migrated. Personally, I didn’t find it that beneficial. Certain parts of it were beneficial as they applied to me – talked a lot about invoicing capabilities that didn’t apply to me. They also have knowledge base / e-learning assets, but I haven’t referred to them

The team that does your implementation is amazing. They're skillful, kind, they will take as much time as you need, and they have a sense of urgency

Incentivized

It went fine. Everything came over the way we wanted. In addition to migrating the current projects we wanted to migrate historical data – did that seamlessly. The finished product looked pretty good – just needed to tweak – and they helped us with that

Contractor Foreman’s pricing is much more cost-effective for small to mid-sized construction businesses, making it a better fit for my company’s budget. It offers an intuitive interface with pre-built construction templates, minimizing setup time and making it easier at least for my team to adopt and start using. The platform’s focus on project tracking, financial management, and nice integrations that makes it highly efficient for tracking project progress, staying on budget, and managing subcontractors/bills. These factors combined made it the ideal choice for meeting my company's specific needs efficiently and cost-effectively.

Incentivized

OpenAir accurately reflects changes in real-time as well as lends itself to see where a draw is at, when payment is expected and what percentage of the contract has been billed or approved to date. This helps with project billing and tracking as well as cash flow. Quickbooks lacks the ability to show progress draws, approved changes, and pending changes on a given project where OpenAir excels.

Incentivized

We had just 2 users

Incentivized

Once the system is setup, it's easy to manage and maintain.

• Positive return for invoice/change order tracking
• Great price
• Prior to using Contractor Foreman we had to wait until the end to capture all change orders in one summary. Now, with the client portal, we can capture in real time and the client has visibility.
• We have been trying to reduce administration time in tracking field expenses and with Contractor Foreman our field crew can uplaod reciepts and track expenses right from their mobile phones.
• Punchlist - the punch list and To Do features are so robust we have drastically improved getting punchlists and small tasks completed in single trips without the wasted time and travel of multiple trips due to missed/forgotten items.

Incentivized

• It covers our requirements for time tracking and project/resource management better than the previous solution we used.
• Project managers are happier having this tool for their job and also because it is running on the cloud as opposed to running on-prem.
• It doesn't help in any way improving the "chasing" of the people that don't submit their time-sheets in time. This one stayed the same as before.

Incentivized